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Tax and Accounting Assistant

Company: Cash Tracks Financial Inc
Location: Lamar
Posted on: May 16, 2022

Job Description:

Job Description There are no words or units of measurement in existence that can accurately describe the importance of this position inside of our firm. Our success is determined by the assistant---s ability to create amazing client experiences whenever someone interacts with our firm. The Assistant is the primary point of contact for client---s tax & financial needs or questions. They collaborate with the firm owner, to help generate deliverables for the client. They are the very embodiment of the firm as they represent the organization to our clients. Our Assistant does whatever is necessary to help our clients successfully achieve their personal and financial goals. Primary Duties: --- Providing Amazing Tax and Accounting experiences to our clients. --- Interacting with our clients at every level of our process and turning them in RAVING FANS --- Providing support for our clients through phone, email, and in-person meetings. --- Providing timely, accurate, and valuable deliverables to clients throughout the year --- Managing & being accountable for preparation of tax reporting documents for clients --- Assistant works closely and reports directly to Firm Management Mandatory Performance: 1. Completing tax entry work in an accurate and timely manner to limit mistakes and decrease turnaround time during tax season. 2. Delivering excellent client experiences: being patient, empathetic, accurate, compassionate, responsive, resourceful, and conscientious. 3. Being thoughtful and accountable to limit firm management---s need to get involved in work the Assistant is responsible for. 4. Focusing on helping clients achieve success financially in addition to helping them stay compliant. 5. Working with firm management to help reach our goals Compensation: $21 - $25 an hour with 35 hours per week. Company Description Cash Tracks Financial, Inc. is a full-service financial, tax, life insurance, investment, and payroll services firm serving individual and business clients. We specialize in small businesses, rentals, truck drivers, farms, and payroll services. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients--- needs through research and sound analysis. Cash Tracks Financial, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Lamar---s business community for years, and pride ourselves on the level of esteem we have earned.

Keywords: Cash Tracks Financial Inc, Pueblo , Tax and Accounting Assistant, Accounting, Auditing , Lamar, Colorado

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